Civic Intelligence

The Joseph N Capaldo Foundation Joseph a Capaldo

990PF • Fiscal year 2013 • EIN 06-1579138

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 29, 2014

5490 Neal RoadFort Myers, FL 33905

(239) 693-2919

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Down

$72,202

Down $1,401 (-1.9%) from 2012

Net Assets

Down

$72,202

Down $1,401 (-1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$4,575

No earlier filing loaded for comparison.

Expenses

Up

$5,976

Up $1,359 (+29%) from 2012

Net Income

-$1,401

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $73,946Liabilities 2011: $02011Assets 2012: $73,603Liabilities 2012: $0Net Assets 2012: $73,6032012Assets 2013: $72,202Liabilities 2013: $0Net Assets 2013: $72,2022013Assets 2014: $70,380Liabilities 2014: $0Net Assets 2014: $70,3802014Assets 2015: $67,311Liabilities 2015: $1Net Assets 2015: $67,3112015Assets 2016: $66,964Liabilities 2016: $0Net Assets 2016: $66,9642016Assets 2017: $64,853Liabilities 2017: $0Net Assets 2017: $64,8532017Assets 2018: $62,841Liabilities 2018: $15Net Assets 2018: $62,8262018Assets 2019: $59,636Liabilities 2019: $1Net Assets 2019: $59,6362019Assets 2020: $56,863Liabilities 2020: $12020Assets 2021: $58,698Liabilities 2021: $1Net Assets 2021: $58,6982021Assets 2022: $53,485Liabilities 2022: $12022Assets 2023: $51,375Liabilities 2023: $12023

Highlighted filing

2013

Assets$72,202
Liabilities$0
Net Assets$72,202

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $2,032Expenses 2011: $8,193Net Income 2011: -$6,1612011Expenses 2012: $4,6172012Revenue 2013: $4,575Expenses 2013: $5,976Net Income 2013: -$1,4012013Revenue 2014: $4,141Expenses 2014: $5,948Net Income 2014: -$1,8072014Revenue 2015: $2,939Expenses 2015: $5,979Net Income 2015: -$3,0402015Revenue 2016: $5,694Expenses 2016: $6,033Net Income 2016: -$3392016Revenue 2017: $3,385Expenses 2017: $5,491Net Income 2017: -$2,1062017Revenue 2018: $3,316Expenses 2018: $5,328Net Income 2018: -$2,0122018Revenue 2019: $2,836Expenses 2019: $6,011Net Income 2019: -$3,1752019Revenue 2020: $3,368Expenses 2020: $6,125Net Income 2020: -$2,7572020Revenue 2021: $8,766Expenses 2021: $6,956Net Income 2021: $1,8102021Revenue 2022: $1,674Expenses 2022: $6,872Net Income 2022: -$5,1982022Revenue 2023: $6,536Expenses 2023: $8,524Net Income 2023: -$1,9882023

Highlighted filing

2013

Revenue$4,575
Expenses$5,976
Net Income-$1,401
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 29, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH A CAPALDOTrusteePT$0--
HEIDI CAPALDOTrusteePT$0--
Filing and Contact Details

Filer

EIN
06-1579138
Phone
2396932919

Signing Officer

Name
Joseph a Capaldo
Title
Trustee
Phone
2396932919
Signed
2014-03-29
Discuss with paid preparer
Yes

Preparer

Preparer
Christine M Smith
Phone
8606785160
Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.035098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.073122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.061670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt079631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt074364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt078718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt082484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt074388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt090466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.274017
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03645
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03645
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03645
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOSEPH A CAPALDO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine105490 NEAL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine205490 NEAL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0FORT MEYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode033905
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02396932919
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASSISTANT TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSISTANT TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSISTANT TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ASSISTANT TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ASSISTANT TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0C J MCWATTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1J HARDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2G SANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3J G HEAVENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4C J MADYDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1029 PAULINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11241 RIMMON HILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1231 E PEMBROKE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1360 ROSEMARY LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine142 DARRELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BEACON FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2DANBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3CHESHIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4DANBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode006460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode106403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode206811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode306410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode406810
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0388
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03257
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03967
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03579
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03257
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01014
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH A CAPALDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02396932919
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE JOSEPH N CAPALDO FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20JOSEPH A CAPALDO
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0061579138
ReturnHeader/Filer/PhoneNum02396932919
ReturnHeader/Filer/USAddress/AddressLine105490 NEAL ROAD
ReturnHeader/Filer/USAddress/City0FORT MEYERS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LEVIN BENGTSON & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1020 WATERSIDE DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0060321737
ReturnHeader/PreparerPersonGrp/PhoneNum08606785160
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE M SMITH
ReturnHeader/ReturnTs02014-04-07T17:24:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$51.4$0.00$6.54$8.52$1.99
2022Detailed filing. Detailed filing data is available for this year.$53.5$0.00$1.67$6.87$5.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.7$0.00$58.7$8.77$6.96$1.81
2020Detailed filing. Detailed filing data is available for this year.$56.9$0.00$3.37$6.13$2.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.6$0.00$59.6$2.84$6.01$3.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.8$0.02$62.8$3.32$5.33$2.01
2017Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$3.39$5.49$2.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.0$0.00$67.0$5.69$6.03$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.3$0.00$67.3$2.94$5.98$3.04
2014Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$4.14$5.95$1.81
2013Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$4.58$5.98$1.40
2012Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$4.62
2011Summary only. Only limited summary data is available for this year.$73.9$0.00$2.03$8.19$6.16